Issuing a new card

  1. Click the Users tab, and click Card.
    Note: If you activated the enhanced user management, see Issuing a new card in enhanced user management environment.
  2. In the Card window, click the New icon. The Card number field is enabled.
  3. In the Card number field, enter the number printed on the card and press Enter. If it is a new card, the Card user name field is initialized with “New user”. If the card already exists, the system displays information about the card.
  4. In the Card user name field, enter the cardholder's name. You can enter up to 50 characters.
  5. Select the Copy to visitor card check box. When this option is checked, card information fields are copied to the visitor template database. The card number is not copied. This feature enables you to archive profiles that are retrieved if you issue a temporary card.
  6. Click Card type to access the Card type menu. Select the card type for the new card. The card type is used to group cardholders; it is useful for tasks such as modifying an existing card group or creating reports. For more information on how to create or modify card types, see Card Type Definition.
    Note: In the Card type window, you can right-click the Card type field and click New to create a new card type, click Select to pick an existing card type, or click Edit to edit an existing card type.

    The system automatically displays the creation date, the modification date and the modification count informaiton in the upper right of the card window.

  7. Fill out the Card Information 1 to 20 fields. These are user definable fields. They are used to store additional information regarding the cardholder. For example, you could use Card Information 1 to store the employee number; Card Information 2, Department where the employee works; Card Information 3, employee address. Later, card information fields will be used to index reports, customize cardholder lists, etc.
    Note: These information fields are editable labels. To rename an information field label, double-click it, then enter the appropriate name in the displayed fields. You can enter up to 50 characters.
  8. Click the Save icon.